Filed March 22, 2012 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC2 years Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $2,218,477 |
ALIGHT SOLUTIONS LLC2 years Service code 15 · EIN 82-1061233 | Recordkeeping | $1,687,588 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET GLOBAL ADVISOR TRST CO Service code 18 · EIN 04-1867445 | Custodial (other than securities); In... | $691,166 |
INVESCO4+ years Filed as: INVESCO ADVISORS INC. Service code 28 · EIN 58-1707262 | Investment Management | $488,221 |
NORTHERN TRUST COMPANY3 years Filed as: NORTHERN TRUST INVESTMENTS, INC. Service code 28 · EIN 45-6138589 | Investment Management | $391,155 |
NORTHERN TRUST COMPANY4+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $324,386 |
ALLSTATE INSURANCE COMPANY4+ years Service code 14 · EIN 36-0719665 | Plan Administrator | $174,112 |
DELOITTE & TOUCHE LLP4+ years Service code 10 · EIN 13-5133500 | Accounting | $90,483 |
MERCER4+ years Filed as: MERCER CONSULTING Service code 38 · EIN 13-2834414 | Participant Communication | $6,998 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,738 | $73,367+50.9% | $106,387+4.1% | $73,367+50.9% |
| Participation rate | 85.1% | 69.5%+15.6pp | 77.5%+7.6pp | 69.5%+15.6pp |
| Annual return | -7.54% | 173.45%-181.0pp | 0.25%-7.8pp | 173.45%-181.0pp |
| Employer contribution / active EE | $2,293 | $2,499-8.2% | $3,520-34.9% | $2,499-8.2% |
| Participant deferral / active EE | $6,395 | $4,033+58.6% | $5,421+18.0% | $4,033+58.6% |
| Admin fee / account holder | $136 | $68+98.6% | $7,510-98.2% | $68+98.6% |